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You can reassign existing direct line reports and other report types, such as project reports, resource reports, or mentees as of the same effective date. You use the Manage Direct Reports task available in the Person Management work area to reassign direct reports. When you reassign direct reports, changes occur at the assignment level for each report.
Adding and Reassigning Direct Reports
You can add and reassign a manager's direct reports when you perform the following transactions:
· Change Location
· Change Manager
· Create Work Relationship
· Hire
· Promotion
· Transfer
· Termination
You can reassign and add all or selected direct reports. You can select the same new manager for all the reports or a different new manager for each report.
For example, an employee with four direct line reports and two mentees has been transferred to another department. His direct reports must be reassigned. You want to reassign them to new line managers and mentor.
You can reassign:
· Three of his reports to the same new line manager.
· Fourth report to a different line manager.
· Two of his mentees to a different mentor.
Some of his existing reports may still be reporting to him in his new department. If a majority of directs are being reassigned to the same new manager, you can select this manager as the proposed manager by default for all the reports, and later reassign selected directs to different managers.
When reassigning reports, you cannot change the manager type. For example, if the direct is a line report for the current manager, you can reassign the direct only as a line report to a new manager, but not as a direct of other types, such as a project report or a mentee.
You use the Manage Direct Reports task to reassign reports on different effective dates. For example, John Smith's date of transfer is October 1, 2018, and you want to reassign his direct reports on September 15, 2018. You reassign his direct reports with an effective date of September 15, 2018, on the Manage Direct Reports page.
The newly added direct reports are approved when the parent transaction is approved.
When you use position synchronization and choose to synchronize the line manager using the HCM position hierarchy, the line manager changes automatically for all direct reports. During reassignment, the application assigns the incumbent in the parent position as the new manager for the direct reports. If there is no incumbent in the parent position, the application checks one level up in the hierarchy or until it finds an incumbent.
Areas of Responsibility
Areas of responsibility associated with the manager's role are not affected by the Manage Direct Reports task. For example, if a line manager also has an area of responsibility as an HR representative, the HR reports cannot be managed from this task.
Reassigning Direct Reports for Terminations and Resignations
If the resigning or terminating worker is a line manager with direct line and other report types such as project reports and resource reports, you must reassign all reports to new managers before approving the resignation request or terminating the work relationship. When you reassign direct reports, changes occur at the assignment level for each report. However, within the termination, correction of termination, and resignation transactions, the only type of reports you can reassign are direct line reports. To reassign other types of reports, use the Manage Direct Reports task.
Reassigning Direct Reports
You can reassign all or selected direct line reports to new managers during resignation or termination processes. You can select the same new manager for all the direct line reports or a different new manager for each report. If the resigning or terminated worker is a manager for multiple assignments, each assignment is listed separately with the direct line reports to be reassigned.
You must reassign other report types, such as project reports, resource reports, or mentees using the Manage Direct Reports task before the termination effective date.
Note: The Reassign Line Reports area is displayed only if the worker has line reports.
For example, John Smith has submitted his resignation or must be terminated, and his direct line reports must be reassigned. John has four direct line reports and you want to reassign them to new line managers.
You can reassign:
· Three of his reports to the same new line manager
· Fourth report to a different line manager
If the majority of direct line reports are being reassigned to the same new manager, you can select this manager as the proposed manager by default for all the reports, and later reassign selected direct line reports to different managers.
When reassigning direct line reports, you cannot change the manager type. For example, if the direct is a line report for the current manager, you can reassign the direct only as a line report to a new manager, but not as a direct of other types, such as a project report or a mentee.
The direct line reports of the resigning or terminated worker are displayed as of the termination date and not the current date. By default, the effective date of the reassignment will be the termination date of the worker plus one day.
Adding and Reassigning Direct Reports for Global Transfers and Global Temporary Assignments
You can add and reassign direct reports of a manager's primary assignment when creating a global transfer or temporary assignment for the manager. Use the Manage Directs Reports page to reassign direct reports in the secondary assignment before the global transfer takes effect. You can add direct reports for the secondary assignment when you create it. When you add or reassign direct reports, changes occur at the assignment level for each report.
You can select the same new manager for all the direct reports or a different new manager for each report. When you select reports for reassigning during global transfer or temporary assignment, deselect any direct reports continuing to report to the transferring manager in the new assignment. If you select any direct reports and don't specify a new manager, they will continue to report to the current manager in the inactive assignment.
Reassigning Direct Reports During Global Transfer: Examples
This topic illustrates the different scenarios while reassigning direct reports during global transfer using the Person Management work area.
Reassigning Direct Reports to the Transferring Manager
When you are reassigning direct reports to the transferring manager, you must deselect all reports continuing to report to the same manager in the new assignment. Use the Reassign Line Reports section on the Global Transfer: Employment Information page to reassign the direct reports.
Reassigning Direct Reports to the Transferring Manager's Manager
When you are reassigning direct reports to the transferring manager's manager, you can use any one of the following methods:
· Schedule the Reassign Pending Approvals for Terminations and Correct Invalid Supervisor Assignments process to automatically reassign the direct line reports. All direct reports are reassigned to the transferring manager's manger as of the date following the transfer, or
· Reassign the line reports manually to the transferring manager's manager during the global transfer transaction
Reassigning Direct Reports to the Transferring Manager, Other Managers, and Manager's Manager on Different Dates
When you are reassigning direct reports:
· In the primary assignment:
Reassign any direct reports before transferring the worker using the Manage Direct Reports page
Deselect any direct reports continuing to report to the transferring manager
Reassign the remaining direct reports to the same or different new managers
Reassign any direct reports on specific dates using the Change Manager page
· In the secondary assignment:
Reassign any direct reports to new managers using the Manage Direct Reports page
Schedule the Reassign Pending Approvals for Terminations and Correct Invalid Supervisor Assignments process to automatically reassign any remaining direct reports to the manager's manager. The direct reports are reassigned as of the date following the transfer
Reassign any direct reports on specific dates using the Change Manager page.
I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.